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Mosley Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Mosley Wealth Management’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.3K Hold
1,275
– – 0.01% 336
2026
Q1 		$14.1K Buy
+1,275
New +$19.3K 0.01% 280

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MRI
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Bank of New York Mellon
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CAM
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Victory Capital Management
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Citigroup
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HighTower Advisors
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Janney Montgomery Scott
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Mosley Wealth Management's HE Position: Q2 2026 in Review

Mosley Wealth Management held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 1,275 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #336.

Mosley Wealth Management first reported a position in HE in Q1 2026 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Mosley Wealth Management held 1,275 shares of Hawaiian Electric Industries worth $17.3K as of Q2 2026.
  • Mosley Wealth Management left its Hawaiian Electric Industries share count unchanged in Q2 2026.
  • Hawaiian Electric Industries made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Mosley Wealth Management first reported a position in Hawaiian Electric Industries in Q1 2026 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.